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iShares Morningstar Growth ETF

217 hedge funds and large institutions have $956M invested in iShares Morningstar Growth ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 14 closing their positions.

Holders
217
Holders Change
+13
Holders Change %
+6.37%
% of All Funds
3.42%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
28
Increased
61
Reduced
75
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCFM
101
Clear Creek Financial Management
Washington
$617K -$935 -15 -0.2%
VAS
102
Vestmark Advisory Solutions
Massachusetts
$615K -$86.5K -1,388 -12%
SPIA
103
Steward Partners Investment Advisory
New York
$611K -$9.35K -150 -2%
HC
104
Hoese & Co
Minnesota
$611K +$611K +9,796 New
SPC
105
Sigma Planning Corp
Michigan
$593K -$8.73K -140 -1%
KPWS
106
Kestra Private Wealth Services
Texas
$592K -$24.9K -399 -4%
MCM
107
Mainstay Capital Management
Michigan
$581K
SAM
108
Summit Asset Management
Tennessee
$566K -$109K -1,745 -16%
BBW
109
Blue Barn Wealth
Utah
$560K +$62 +1 +0%
PA
110
Pinnacle Associates
New York
$555K
CRC
111
Curi RMB Capital
Illinois
$553K
IWC
112
Integrated Wealth Concepts
Massachusetts
$539K -$151K -2,417 -22%
ASN
113
Advisory Services Network
Georgia
$539K +$170K +2,725 +46%
NA
114
NewEdge Advisors
Louisiana
$518K +$73.4K +1,178 +17%
Nomura Asset Management
115
Nomura Asset Management
Japan
$510K
HWM
116
HB Wealth Management
Georgia
$504K
WBG
117
Wharton Business Group
Pennsylvania
$498K
FEM
118
Fulcrum Equity Management
Texas
$493K -$58.8K -944 -11%
WA
119
Win Advisors
Florida
$492K +$492K +10,048 New
DI
120
DFPG Investments
Utah
$484K -$36.9K -571 -7%
BC
121
Bowman & Company
Wisconsin
$476K -$28.2K -453 -6%
HWA
122
HHM Wealth Advisors
Tennessee
$475K
CMP
123
Courage Miller Partners
Virginia
$460K -$156K -2,499 -25%
TWC
124
TD Waterhouse Canada
Ontario, Canada
$459K -$209K -3,364 -31%
KA
125
Kovack Advisors
Florida
$453K -$1.13M -18,073 -71%